-63.9%
NTHI vs VT
+33.4%
-97.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.8% | -0.5% | +17.3% | +16.9% |
| 7D | +42.3% | -0.1% | +42.5% | +42.2% |
| 30D | +57.2% | -3.1% | +60.3% | +57.3% |
| 3M | +24.9% | -3.5% | +28.4% | +24.8% |
| 6M | -19.8% | +0.5% | -20.3% | -19.7% |
| YTD | -47.2% | +10.8% | -57.9% | -46.5% |
| 1Y | -56.9% | +11.9% | -68.8% | -57.1% |
| All | -63.9% | +33.4% | -97.3% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling